Asset Trust


Traditionally, removing assets from your estate involved gifting them, waiting for 7 years, and losing all access to the assets and the income they produce.

The asset trust can be used for any assets, which will immediately fall outside of your estate for Inheritance Tax purposes. You will retain full control of the assets and any income or capital growth will be tax-free. Another unique feature is that any assets with a potential Capital Gains Tax liability can be disposed of, with no tax to pay.

Assigning ownership of assets to the trust is a paperwork exercise, and it is not necessary to sell and buy back the assets, or go through conveyancing on properties.

Assets include:

  • Residential Property
  • Commercial Property
  • Stocks & Shares
  • Cash Savings & Deposits
  • Bonds
  • Jewelry
  • Precious Stones & Metals
  • Antiques
  • Fine Art
  • Wine
  • Cars & Yachts
  • Overseas Holdings

Please contact us to discuss how the asset trust could benefit you.